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BSW Wealth Partners’s Automatic Data Processing ADP Stock Holding History

BSW Wealth Partners’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$758K Buy
3,384
+159
+5% +$34K 0.08% 130
2026
Q1 		$655K Sell
3,225
-498
-13% -$114K 0.08% 147
2025
Q4 		$958K Sell
3,723
-23
-0.6% -$6.12K 0.11% 105
2025
Q3 		$1.1M Buy
3,746
+39
+1% +$11.7K 0.14% 85
2025
Q2 		$1.14M Sell
3,707
-52
-1% -$16K 0.16% 78
2025
Q1 		$1.15M Buy
3,759
+38
+1% +$11.5K 0.17% 74
2024
Q4 		$1.09M Buy
3,721
+104
+3% +$30.7K 0.16% 80
2024
Q3 		$1M Sell
3,617
-55
-1% -$14.4K 0.15% 79
2024
Q2 		$876K Buy
3,672
+29
+0.8% +$7.12K 0.14% 82
2024
Q1 		$910K Sell
3,643
-130
-3% -$31.8K 0.15% 83
2023
Q4 		$879K Sell
3,773
-158
-4% -$36.8K 0.17% 76
2023
Q3 		$946K Sell
3,931
-335
-8% -$81.7K 0.21% 66
2023
Q2 		$938K Buy
4,266
+29
+0.7% +$6.25K 0.2% 68
2023
Q1 		$943K Sell
4,237
-251
-6% -$56.6K 0.19% 72
2022
Q4 		$1.07M Buy
4,488
+16
+0.4% +$3.93K 0.23% 63
2022
Q3 		$1.01M Buy
4,472
+206
+5% +$48.6K 0.25% 50
2022
Q2 		$896K Buy
4,266
+200
+5% +$43.8K 0.21% 63
2022
Q1 		$925K Buy
4,066
+255
+7% +$54.6K 0.23% 58
2021
Q4 		$940K Buy
3,811
+675
+22% +$153K 0.24% 61
2021
Q3 		$627K Buy
3,136
+985
+46% +$203K 0.18% 80
2021
Q2 		$427K Buy
2,151
+105
+5% +$20.4K 0.12% 113
2021
Q1 		$386K Buy
2,046
+61
+3% +$10.6K 0.11% 109
2020
Q4 		$350K Buy
+1,985
New +$326K 0.11% 109
2020
Q1 		– Sell
-1,901
Closed -$324K – 112
2019
Q4 		$324K Buy
+1,901
New +$315K 0.11% 90

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BSW Wealth Partners's ADP Position: Q2 2026 in Review

BSW Wealth Partners increased its Automatic Data Processing (ADP) stake by 4.9% in Q2 2026, buying an estimated $34K and bringing the position to 3,384 shares worth $758K. The position accounts for 0.08% of the portfolio, ranked #130.

BSW Wealth Partners first reported a position in ADP in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.15M in Q1 2025. 399 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • BSW Wealth Partners held 3,384 shares of Automatic Data Processing worth $758K as of Q2 2026.
  • BSW Wealth Partners bought 159 Automatic Data Processing shares in Q2 2026, an estimated $34K.
  • Automatic Data Processing made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • BSW Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and has held it in 24 quarters since.
  • BSW Wealth Partners's Automatic Data Processing position peaked at $1.15M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.